Amber River strengthens partnerships with The Law Society and ICAEW

Clients across the legal and accountancy professions often face complex financial decisions – from retirement planning and tax-efficient investing to estate planning and wealth management. By strengthening links between advisers, solicitors and accountants, Amber River, TLS and ICAEW aim to make trusted independent financial advice more accessible.

Combining Amber River’s specialist financial planning expertise with the trusted relationships solicitors and accountants have with their clients, the partnerships will create opportunities for more joined-up, holistic financial support.

Solicitors and accountants play a vital role in their communities, helping individuals and businesses navigate important personal and commercial decisions. Amber River’s network of regional hubs mirrors this approach, providing local financial planning support backed by the strength and scale of a national organisation.

By building closer connections across these professions, the partnerships will broaden the support available to clients while also creating new opportunities for collaboration between advisers, solicitors and accountants.

Through its relationships with TLS and ICAEW, Amber River is looking to ensure that specialist advice is delivered as part of a coordinated strategy – giving members access to highly qualified financial advisers who can complement their work.

Cross industry collaboration has long played an important role in helping people navigate complex financial decisions.

As well as benefiting clients, these partnerships are designed not to also provide value for members themselves. TLS and ICAEW members can draw on financial planning expertise when their clients need it, while also accessing advice for their own personal financial planning or the needs of their practices.

Throughout the year, Amber River will work with both TLS and ICAEW on a programme of educational activity to support members, including conferences, webinars, roundtable discussions and thought leadership.

“At Amber River, we have a proven track record of working as a trusted partner to leading professionals,” group head of customer voice & marketing Chris Hulse said.

“Our purpose is to enrich the lives of our clients, colleagues and communities. By working closely with fellow professionals, we can create better holistic outcomes for clients as well as foster strong local relationships through our regional wealth centres and communities.”

Fiona O’Mahony, head of partnerships and sales, The Law Society said: “We are delighted to be working with Amber River to support the financial wellbeing of our members.

“As a specialist independent financial planning business, Amber River has a strong track record of acting as a trusted partner to leading professionals like ours. This partnership strengthens the support available to our members, giving them access to independent financial planning expertise to help them navigate their financial journeys with greater confidence.”

Rick Asiyani, head of partnerships, ICAEW added: “Our members play a critical role in helping individuals and businesses navigate financial complexity, and this partnership with Amber River provides an additional layer of support where specialist financial planning advice is needed.

“By working together, we can help ensure clients benefit from joined-up, high-quality advice that reflects their long-term goals and financial wellbeing.”

By bringing legal, accountancy and financial planning expertise closer together, Amber River, TLS and ICAEW are building a stronger professional ecosystem – one that helps members share expertise, collaborate more effectively and give access to a more integrated approach to advice.